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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+24.97%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$199M
AUM Growth
+$39M
Cap. Flow
+$7.14M
Cap. Flow %
3.58%
Top 10 Hldgs %
10.51%
Holding
1,162
New
18
Increased
128
Reduced
108
Closed
56

Top Buys

Rank Stock Value
1
SSB icon
SouthState Bank Corp
SSB
+$1.57M
2
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$1.08M
3
UGI icon
UGI
UGI
+$594K
4
KHC icon
Kraft Heinz
KHC
+$532K
5
DRI icon
Darden Restaurants
DRI
+$474K

Top Sells

Rank Stock Value
1
TGT icon
Target
TGT
+$1.86M
2
CSFL
CenterState Bank Corporation Common Stock
CSFL
+$1.72M
3
WPM icon
Wheaton Precious Metals
WPM
+$1.07M
4
NEM icon
Newmont
NEM
+$894K
5
GIS icon
General Mills
GIS
+$764K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 12.44%
2 Technology 11.75%
3 Financials 10.15%
4 Industrials 10.01%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEX icon
401
Terex
TEX
$7.74B
$81K 0.04%
4,300
– –
FMC icon
402
FMC
FMC
$1.3B
$80K 0.04%
800
– –
CHRW icon
403
C.H. Robinson
CHRW
$17B
$79K 0.04%
1,000
– –
WBA
404
DELISTED
Walgreens Boots Alliance
WBA
$79K 0.04%
1,857
– –
AU icon
405
AngloGold Ashanti
AU
$49.3B
$77K 0.04%
2,600
– –
EMN icon
406
Eastman Chemical
EMN
$8.55B
$77K 0.04%
1,111
– –
FSS icon
407
Federal Signal
FSS
$7.86B
$77K 0.04%
2,600
– –
WBD icon
408
Warner Bros
WBD
$67.9B
$77K 0.04%
3,650
– –
SCHM icon
409
Schwab US Mid-Cap ETF
SCHM
$15.1B
$76K 0.04%
4,356
– –
TDC icon
410
Teradata
TDC
$2.5B
$76K 0.04%
3,650
– –
AGCO icon
411
AGCO
AGCO
$7.1B
$75K 0.04%
1,350
– –
BND icon
412
Vanguard Total Bond Market
BND
$161B
$75K 0.04%
851
– –
NVT icon
413
nVent Electric
NVT
$27.1B
$75K 0.04%
3,996
– –
PLAB icon
414
Photronics
PLAB
$1.95B
$75K 0.04%
6,700
– –
CORE
415
DELISTED
Core Mark Holding Co., Inc.
CORE
$75K 0.04%
2,800
+1,400
+100% +$37.5K
CMTL icon
416
Comtech Telecommunications
CMTL
$51.8M
$73K 0.04%
4,800
+2,400
+100% +$40.6K
GCO icon
417
Genesco
GCO
$409M
$73K 0.04%
3,350
– –
AAL icon
418
American Airlines Group
AAL
$10.1B
$72K 0.04%
5,492
– –
SF
419
Stifel
SF
$12.7B
$72K 0.04%
3,407
– –
TILE icon
420
Interface
TILE
$2.24B
$72K 0.04%
8,800
– –
CLF icon
421
Cleveland-Cliffs
CLF
$7.08B
$71K 0.04%
12,880
– –
LUV icon
422
Southwest Airlines
LUV
$22.3B
$71K 0.04%
2,068
+50
+2% +$1.59K
TUP
423
DELISTED
Tupperware Brands Corporation
TUP
$71K 0.04%
14,950
– –
CRS icon
424
Carpenter Technology
CRS
$26.7B
$70K 0.04%
2,900
– –
BBWI icon
425
Bath & Body Works
BBWI
$3.81B
$69K 0.03%
5,690
– –
15 16
17
18 19

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DIM
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
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Investors Research Corp's Q2 2020 Portfolio in Review

As of Q2 2020, Investors Research Corp held 1,162 positions worth $199M, up 24% from $160M the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Investors Research Corp deployed $7.14M of net new capital in Q2 2020, opening 18 new positions and adding to 128 existing holdings. Its largest new stake was SouthState Bank Corp: 30,006 shares worth $1.43M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, up from 11% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Target, an estimated $1.86M trimmed.

  • Investors Research Corp's largest Q2 2020 buy was SouthState Bank Corp: 30,006 shares worth $1.43M.
  • Investors Research Corp added most to Invesco High Yield Equity Dividend Achievers ETF in Q2 2020, an estimated $1.08M increase.
  • Investors Research Corp's biggest Q2 2020 reduction was Target, cutting an estimated $1.86M.
  • Investors Research Corp fully exited CenterState Bank Corporation Common Stock in Q2 2020, selling an estimated $1.72M.
  • Investors Research Corp's ten largest holdings make up 11% of its $199M portfolio in Q2 2020.
  • Investors Research Corp opened 18 new positions and closed 56 in Q2 2020.
  • Investors Research Corp's portfolio value rose 24% quarter-over-quarter to $199M.

Based on Investors Research Corp's 13F filing for Q2 2020, filed 21 Jul 2020.